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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 419 Institutional holders with a total value of $4,945,218,017.
#
Manager Name
Shares
Value ($)
%
Options
Notes
251 Heritage Wealth Advisors 4,015 434,000 0.01%
252 Cohen Capital Management, Inc. 3,991 431,000 0.01%
253 1ST SOURCE BANK 3,980 430,000 0.01%
254 ASPIRIANT, LLC 3,925 424,000 0.01%
255 MOSAIC FAMILY WEALTH, LLC 3,905 422,000 0.01%
256 Liberty Capital Management, Inc. 3,820 413,000 0.01%
257 AUSDAL FINANCIAL PARTNERS, INC. 3,816 412,000 0.01%
258 WELL DONE, LLC 3,808 412,000 0.01%
259 People's United Financial, Inc. 3,719 402,000 0.01%
260 MADISON INVESTMENT HOLDINGS INC 3,667 396,000 0.01%
261 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 3,648 394,239 0.01%
262 CHEMICAL BANK 3,635 393,000 0.01%
263 DAVENPORT & Co LLC 3,531 381,595 0.01%
264 BNP PARIBAS FINANCIAL MARKETS 3,531 381,595 0.01%
265 SouthState Bank Corp 3,441 372,000 0.01%
266 SNOW CAPITAL MANAGEMENT LP 3,420 370,000 0.01%
267 PARAMETRIC PORTFOLIO ASSOCIATES LLC 3,404 368,000 0.01%
268 Manchester Capital Management LLC 3,385 366,000 0.01%
269 FIRST COMMAND BANK 3,235 349,000 0.01%
270 FIRST COMMAND FINANCIAL SERVICES, INC. 3,235 349,000 0.01%
271 SUMMIT X, LLC 3,220 348,000 0.01%
272 LEVEL FOUR ADVISORY SERVICES, LLC 3,400 347,000 0.01%
273 Advisory Services Network, LLC 3,132 338,000 0.01%
274 STEELBRIDGE PRIVATE WEALTH ADVISORS LLC 3,101 335,000 0.01%
275 BOYS ARNOLD & CO INC 3,060 331,000 0.01%
276 BAHL & GAYNOR INC 3,062 331,000 0.01%
277 RAYMOND JAMES TRUST N.A. 3,014 326,000 0.01%
278 AJ WEALTH STRATEGIES, LLC 3,006 325,000 0.01%
279 MISSION WEALTH MANAGEMENT, LLC 3,000 324,000 0.01%
280 WASHINGTON CAPITAL MANAGEMENT, INC 3,000 324,000 0.01%
281 Allen Investment Management, LLC 2,969 321,000 0.01%
282 Bank OZK 2,948 319,000 0.01%
283 Oakworth Capital, Inc. 2,879 311,000 0.01%
284 V WEALTH MANAGEMENT,LLC 2,780 303,000 0.01%
285 New England Private Wealth Advisors LLC 2,765 300,000 0.01%
286 MERIDIAN MANAGEMENT CO 2,750 297,000 0.01%
287 FIDUCIARY TRUST CO 2,683 290,000 0.01%
288 OARSMAN CAPITAL, INC. 2,679 290,000 0.01%
289 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 2,657 287,000 0.01%
290 BROWN BROTHERS HARRIMAN & CO 2,643 286,000 0.01%
291 Goelzer Investment Management, Inc. 2,626 284,000 0.01%
292 CASTLEARK MANAGEMENT LLC 2,600 281,000 0.01%
293 BALDWIN WEALTH PARTNERS LLC/MA 2,586 279,000 0.01%
294 Regent Investment Management LLC 2,575 278,000 0.01%
295 OPPENHEIMER ASSET MANAGEMENT INC. 2,569 278,000 0.01%
296 PARALLEL ADVISORS, LLC 2,477 272,000 0.01%
297 TELEMUS CAPITAL, LLC 2,511 271,000 0.01%
298 COMERICA SECURITIES INC 2,485 269,000 0.01%
299 LCNB CORP 2,450 265,000 0.01%
300 Mariner Wealth Advisors-Cincinnati, LLC 2,455 265,000 0.01%
Page 6 of 9

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.